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HBMCX vs PCBIX
HBMCX vs PCBIX Comparison
Open Charts HBMCX vs PCBIX
Hartford MidCap HLS IB
Price$27.36
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets790.65M
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
HBMCX vs PCBIX Comparison Chart in %
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HBMCX vs. PCBIX commentary
Aug 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HBMCX is a Hold and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. HBMCX (791M). PCBIX pays higher dividends than HBMCX: PCBIX (0.12) vs HBMCX (0.00). HBMCX was incepted earlier than PCBIX: HBMCX (26 years) vs PCBIX (24 years). HBMCX (0.99) is less costly to investors than PCBIX (0.67). HBMCX is a more actively managed with annual turnover of: 75.00 vs. PCBIX (10.50). HBMCX (0) and PCBIX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. HBMCX (6.05). PCBIX return over 5 years is better than : 46.92 vs. HBMCX (-27.86).
| HBMCX | PCBIX | HBMCX / PCBIX | |
| Total Expense Ratio | 0.99 | 0.67 | 148% |
| Annual Report Gross Expense Ratio | 0.99 | 0.67 | 148% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 3.323 | 5.901 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 32.5B | 2% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 6.05 | 9.35 | 65% |
| Returns for 3 years | -15.55 | 31.62 | -49% |
| Returns for 5 years | -27.86 | 46.92 | -59% |
| Returns for 10 years | -31.26 | 101.31 | -31% |
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